LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$985K
3
+$584K
4
B
Barrick Mining
B
+$517K
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$506K

Top Sells

1
+$865K
2
+$743K
3
+$483K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$352K
5
ISCB icon
iShares Morningstar Small-Cap ETF
ISCB
+$313K

Sector Composition

1 Financials 7.55%
2 Consumer Staples 4.45%
3 Technology 2.93%
4 Healthcare 2.05%
5 Energy 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$273K 0.09%
+10,318
102
$269K 0.09%
+4,193
103
$254K 0.08%
2,235
-13
104
$250K 0.08%
1,655
+7
105
$250K 0.08%
4,066
-328
106
$242K 0.08%
2,569
-31
107
$225K 0.07%
4,408
-190
108
$225K 0.07%
2,645
-478
109
$222K 0.07%
4,121
-846
110
$221K 0.07%
1,939
+61
111
$215K 0.07%
3,544
+76
112
$86K 0.03%
15,776
+1,939
113
$76K 0.02%
22,894
-9,295
114
– –
-1,989
115
– –
-9,776
116
– –
-7,144
117
– –
-1,456
118
– –
-7,018
1 2 3 4
5